SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 153 filers reported holding SPDR SER TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,090,360 | -73.2% | 23,833 | -69.6% | 0.02% | -76.1% |
| Q4 2021 | $4,061,000 | +48.6% | 78,504 | +48.2% | 0.07% | +39.2% |
| Q3 2021 | $2,732,000 | +1.0% | 52,980 | +2.1% | 0.05% | +6.2% |
| Q2 2021 | $2,705,000 | +96.2% | 51,905 | +94.5% | 0.05% | +71.4% |
| Q1 2021 | $1,379,000 | +392.5% | 26,690 | +351.7% | 0.03% | +250.0% |
| Q4 2016 | $280,000 | -7.3% | 5,909 | -2.1% | 0.01% | -11.1% |
| Q3 2016 | $302,000 | +4.1% | 6,037 | +5.2% | 0.01% | 0.0% |
| Q2 2016 | $290,000 | -7.9% | 5,740 | -10.2% | 0.01% | -10.0% |
| Q1 2016 | $315,000 | – | 6,393 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Logan Stone Capital, LLC | 136,185 | $7,045,000 | 7.02% |
| Aquire Wealth Advisors, LLC | 176,937 | $9,153,000 | 4.79% |
| Revolve Wealth Partners, LLC | 253,258 | $13,101,000 | 3.77% |
| Newport Capital Group, LLC | 91,574 | $4,740,000 | 3.51% |
| Wealthfront Advisers LLC | 12,395,847 | $641,237,000 | 2.71% |
| Financial Council, LLC | 41,813 | $2,163,000 | 2.58% |
| Alliance Wealth Management Group | 155,769 | $8,058,000 | 2.50% |
| FSA Wealth Management LLC | 75,332 | $3,897,000 | 2.27% |
| New Potomac Partners, LLC | 60,460 | $3,128,000 | 2.03% |
| Towercrest Capital Management | 182,845 | $9,459,000 | 1.73% |